Send emails and text messages from a single conversation thread. Toggle between channels per contact, attach files, use custom sending domains, and see SMS segment costs in real time.
Conversations
184
+22 this week
Emails Sent
312
+48 today
SMS Sent
89
+14 today
Avg Response Time
18 min
↓ 7 min
What it is
A unified messaging inbox that combines email and SMS into a single interface. Switch between channels within the same conversation, attach documents, and maintain a complete communication history per client.
Insurstein provides email capability out of the box — no SMTP configuration or third-party integration required. Send and receive emails directly from the platform. Connect a custom domain for branded sending addresses so clients see emails from your agency name, not a generic address. Rich text editing, file attachments, and threaded replies make it a full email client.
Send text messages to clients with real-time segment counting and cost transparency. See exactly how many SMS segments a message will use before sending. Toggle between email and SMS within the same conversation thread, giving your team flexibility to reach clients on whatever channel gets a response. All messages are logged to the client's Activity tab automatically.
Core capabilities
Email and SMS conversations in a single, searchable inbox.
Every message — email and text — appears in one chronological inbox. Filter by channel, client, agent, or status. No more switching between an email client and a texting app to follow up on client communications.
Switch between email and SMS within the same conversation.
A client not responding to emails? Toggle to SMS and send a quick text from the same conversation thread. The full history — emails and texts — stays unified under the client's record regardless of channel.
Send emails from your agency's domain for professional branding.
Configure your agency's domain so emails come from addresses like renewals@youragency.com instead of a generic platform address. Proper SPF, DKIM, and DMARC records ensure deliverability and protect your brand reputation.
See message segment count and cost before sending a text.
SMS messages over 160 characters are split into multiple segments, each billed separately. Insurstein shows the segment count and estimated cost in real time as you type, so there are no billing surprises.
Compose formatted emails with file attachments directly in the platform.
Use rich text formatting for professional email communication. Attach PDFs, certificates, policy documents, and spreadsheets directly from the message composer or from the client's Documents tab.
Every sent and received message is logged to the client record.
When a message is sent or received, it appears in the client's Activity tab with timestamp, channel, and content. This creates a complete communication audit trail for E&O protection without any manual effort.
What they don't do
Using Outlook or Gmail alongside your AMS means communications live outside your client records. When an E&O question comes up, you are searching two systems instead of one.
Agents texting clients from personal phones creates compliance risk, loses message history when the agent leaves, and prevents the agency from maintaining a communication audit trail.
Many agencies cannot text clients at all, missing the channel that gets the fastest response rates for time-sensitive items like document requests and payment reminders.
Requiring agents to BCC a special address to log emails into the AMS is fragile. One forgotten BCC and the communication is invisible to the rest of the team.
Without custom sending domains, emails may come from generic addresses that clients do not recognize, reducing open rates and eroding professional trust.
SMS platforms that hide per-segment pricing make budgeting impossible. Agencies discover overage charges only when the monthly invoice arrives.
What it takes off your plate
Inbound emails and texts are routed to the agent who last communicated with the contact, maintaining conversation continuity.
Messages are automatically matched to client profiles by email address or phone number, so every conversation has context.
See real-time delivery statuses for both email and SMS: sent, delivered, opened, and failed. Know immediately if a message did not reach the recipient.
Email replies maintain threading so entire conversations are grouped together rather than scattered as individual messages in the inbox.
Files sent or received via email are stored and accessible from the client's Documents tab, creating a permanent record without manual uploading.
Every message is timestamped, attributed to an agent, and stored with the client record — meeting E&O documentation requirements without additional effort.
A day in the life
8:00 AM
Open the unified inbox and see 7 new messages — 5 emails and 2 texts. Filter to unread and work through them in order of priority.
8:45 AM
A client emailed asking for their certificate of insurance. Attach the COI directly from their Documents tab and send a formatted reply without leaving the platform.
10:00 AM
An email to a prospect went unanswered for 3 days. Toggle to SMS in the same conversation and send a brief text: the prospect replies in 4 minutes.
1:30 PM
Compose renewal reminder emails to 6 clients with policies expiring next month. Use the rich text editor to format a professional notice with coverage details.
3:00 PM
Check the day's messaging stats: 48 emails sent, 14 texts sent, 18-minute average response time. All messages are already logged to the respective client profiles.
Daily impact
Messages Sent
Response Rate
Avg Response Time
Channel Switches
Email and SMS in a single thread with custom domains, segment counting, and automatic activity logging.